### @AEHR — Confirmed — from the annual and quarterly concentration disclosures
One customer hit 42.1% last quarter — was under 10% a year earlier. New AI-dominant account emerging as the SiC customer faded. That's the highest concentration we track. Full fiscal '25 top customer 38.6%, down from 78.8% two years ago; top five 77% versus 97%. Every customer anonymous and we use different labels each filing, so tracking one account across periods is... difficult. On the call we referenced TSMC, NVIDIA, Intel, AMD by name — roadmap talk, not customer confirmations. Revenue small and lumpy, customer list narrow. Both facts sit in the same filings. We'll see. Okay?
- tier: Confirmed (✓)
- source: AEHR / One customer, forty-two percent
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-aehr-src-aehr-customer-concentration-rotation
- posted: 2026-07-30T19:16:52.374Z